The Harvest Index™
You've been thinking about it. Maybe for months. Maybe longer.
This assessment covers six dimensions of readiness — your business and you personally — so you know where you stand before any conversation, any commitment, or any decision. Twelve questions. About fifteen minutes. Completely confidential.
What This Assessment Measures
These are the same dimensions we evaluate in initial client conversations — not a marketing quiz.
Most readiness tools ask about your financials and stop there. This assessment goes further — because selling a business is never just a financial decision.
How clean and complete your financial picture is — and how a buyer will read it.
How much the business depends on you to run. Buyers see owner dependence as risk, and they price it accordingly.
Where your business stands competitively — customer concentration, growth trajectory, and how your industry is moving.
Whether you've thought through the identity shift, the daily change, and what life looks like after.
Whether the proceeds will actually fund the life you want — not just a number that sounds right.
Timeline, family alignment, and whether the people who matter most are ready for this too.
A detailed readiness picture, built around your answers.
Your overall readiness tier and a dimension-by-dimension breakdown. You see exactly where you're strong — and where the gaps are.
Specific areas that would strengthen your position before going to market. Not generic advice. Tailored to what your answers reveal.
You'll get a read on your numbers that goes deeper than a buyer's first pass — because the analysis behind it comes from Lloyd Silver, CFA, holder of one of the most demanding credentials in finance. If you'd like to talk it through with him, that option is always available. No obligation. Entirely your call.
This output is for informational purposes only and does not constitute a business appraisal, valuation opinion, or guarantee of sale price or terms.
About fifteen minutes. You'll review all your answers on a single screen before completing the assessment.
Your answers stay confidential. Completing this doesn't commit you to a conversation or anything else. Some answers may surface things you hadn't considered. That's the point.
What the assessment surfaced for owners like you.
Anonymized, illustrative scenarios. Past experience is not indicative of future outcomes.
Service business owner, age 61. Revenue $3.5M.
He was confident the business was ready. The assessment surfaced something he hadn't considered: his own financial preparedness. The proceeds would cover about half of what his retirement actually required. That single insight changed his timeline and his strategy — before a single buyer was involved.
Commercial contractor, age 59. Revenue $4.8M.
The company was profitable and growing. But the assessment revealed a pattern he already knew and had been avoiding: the business ran entirely through him. No documented systems, no management depth. Buyers would see a job, not a business. He started addressing it before going to market.
Manufacturing company, owner age 64. Revenue $6.2M.
He assumed he was years away. The assessment showed strong readiness across five of six dimensions, with one addressable gap. It gave him permission to start the conversation he'd been putting off.
What you need to know about the assessment.
About fifteen minutes. Twelve questions, one at a time. You’ll see all your answers on a single review screen before completing the assessment.
No. The assessment is available to any business owner considering a future exit. No cost, no strings.
Only the Two Oaks team. Your answers and results are confidential — not shared with anyone outside our firm.
You’ll see your overall readiness tier and dimension scores as soon as you complete the assessment, and your full report arrives by email right away. If you’d like to discuss your results, you can schedule a conversation — but that’s entirely your choice.
No. Most owners who take the assessment are thinking about selling — not ready to sell. That’s exactly who this is designed for.
Yes. You can schedule a confidential conversation with Lloyd at any time. The assessment and a conversation are both valid starting points — whichever fits where you are.
If you'd rather talk through your situation directly, that option is always open. Everything discussed is confidential.
No commitment. No conversation required unless you want one.
